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CIK 0001367441 • 6 13F filings • May 2, 2025 – Aug 5, 2026
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=jivedata("stonebridge-advisors-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BANK AMERICA CORP | 7.25%CNV PFD L | $57.4M | 31.4%Prev: 42.2% | 188,490 SH | Decreased+140,957 SH |
| FIRST TR EXCH TRADED FD III | INSTL PFD SECS | $501K | 0.3% | 25,826 SH | New |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | $40.2M | 22.0%Prev: 2.1% | 2,368,824 SH | Increased+2,201,095 SH |
| INVESCO EXCH TRADED FD TR II | PFD ETF | $8.9M | 4.9%Prev: 0.3% | 792,408 SH | Increased+751,113 SH |
| WELLS FARGO CO NEW | PERP PFD CNV A | $75.5M | 41.4%Prev: 55.3% | 250,419 SH | Decreased+185,818 SH |
| 13F-HR |
| 0001367441-26-000007 |
| $83.0M |
| View |
| Aug 8, 2025 | Q2 2025 | 13F-HR | 0001667731-25-001075 | $151.9M | View |
| Apr 30, 2026 | Q1 2026 | 13F-HR | 0001367441-26-000004 | $84.5M | View |
| May 2, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000576 | $146.0M | View |